Research

InsuranceFor the past 15 years, Merger & Acquisition Services, Inc. has been serving the insurance sector in an investment banking corporate finance advisory role. Our goal has always been to deliver thoughtful, independent, un-conflicted advice to public and private companies, governments and other institutions.

In keeping with our objectives, M&A is proud to announce a new research product available to insurance industry professionals. While there are a number of large investment banks and independent research firms who provide a tremendous amount of quality material relating to publically held property and casualty carriers, M&A recognizes that in-depth research on privately held insurance companies is largely overlooked and not covered by research analysts. However, private companies and companies unaffiliated with large public insurance groups make up approximately 70% of the property and casualty sector. M&A’s goal is to provide value-added research based on rigorous analysis, critical thinking, deep industry knowledge and commentary on the private market segment.

The Private Insurance Company (PIC) Report is a series of research reports M&A Services will publish on a bimonthly basis; each report focusing on a specific property & casualty line of business, the trends and developments for that line and the private companies who specialize writing such lines of business.

In addition to the actual written report which is delivered to subscribers electronically six times a year, M&A hosts a webinar after the release of each report; during which subscribers will have an opportunity to ask questions directly to with the Chief Editor. Archived copies of the webinar & report will be available online for subscriber access anytime.

Each PIC Report will focus on a specific line of business. Lines of business will be chosen based on industry trends, current market conditions and overall industry activity. This ensures that subscribers are reviewing the most relevant subject matter as it pertains to the current market conditions. No one line of business will be chosen more than once in a 12 month period ensuring a full review of the top lines of business which make up the P&C sector.

A sample of the PIC Report and introductory podcast covering Medical Malpractice can be viewed online by clicking on one of the following links:

Sample Report Podcast Subscribe
Lines of Business Covered in the PIC Report:* Topics Covered in the PIC Report:
  • Homeowners
  • Personal Lines Auto
  • Commercial Lines Auto
  • Commercial Multi Peril
  • Fire / Allied Lines
  • Marine
  • Professional Liability
  • Medical Malpractice
  • Surety
  • Workers Compensation
  • Accident & Health
  • Runoff Opportunities

*(not inclusive)

  • Executive Summary
  • Investment Opportunities
  • Investment Risks
  • Market Share
  • Types of Policies
  • Historical Premium Volumes
  • Underwriting Results
  • Pricing
  • Loss Trends
  • Valuations
  • Reserve Analysis
  • Acquisitions
  • Operating Metric Comparison
  • Company Overview
  • Operating Metric Comparison
  • Company Description & Tear Sheets

The PIC Report affords subscribers an in-depth view to the private companies that specialize in the area of business each report focuses on.It is designed to be a business development tool for companies who want to go beyond traditional research on the publicly traded insurance industry and to better understand the makeup and results of private insurance underwriters. Subscriptions are offered to insurance companies, insurance agencies, private equity groups, hedge funds, reinsurance brokers, & insurance lawyers.

Daniel J. Baransky, CFA, Vice President and Head of Research, serves as the Chief Editor of the PIC Report. Mr. Baransky has over 15 years of experience in insurance analysis and financial modeling. He served as an insurance stock analyst for close to 10 years at Fox-Pitt, Kelton and covered companies such as WR Berkley, Markel, RGA, RLI, & Endurance. His work and analysis has been featured in several insurance trade publications, most recently A.M.Best. Mr. Baransky is a Chartered Financial Analyst and has a degree in economics and finance from Bryant University.

The PIC Report is available on a subscription basis both for individuals and for companies. For additional information on pricing and becoming a subscriber, please complete the inquiry form here and our research team will contact you to discuss available options.

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